Morgan Stanley’s SB Financial Group, Inc. SBFGP Stock Holding History

Morgan Stanley’s Portfolio SBFGP Stock Details SBFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,790	Closed	-$129K	–	6891
2019 Q3	$129K	Sell	7,790 -229	-3%	-$3.75K	﹤0.01%	5351
2019 Q2	$129K	Sell	8,019 -88	-1%	-$1.47K	﹤0.01%	5205
2019 Q1	$146K	Buy	8,107 +140	+2%	+$2.53K	﹤0.01%	5218
2018 Q4	$138K	Buy	7,967 +150	+2%	+$3K	﹤0.01%	5430
2018 Q3	$158K	Buy	7,817 +659	+9%	+$13.3K	﹤0.01%	5544
2018 Q2	$142K	Sell	7,158 -178	-2%	-$3.39K	﹤0.01%	5652
2018 Q1	$141K	Sell	7,336 -198	-3%	-$3.67K	﹤0.01%	5607
2017 Q4	$135K	Hold	7,534	–	–	﹤0.01%	5546
2017 Q3	$124K	Sell	7,534 -247	-3%	-$4K	﹤0.01%	5518
2017 Q2	$125K	Sell	7,781 -428	-5%	-$7.06K	﹤0.01%	5547
2017 Q1	$131K	Buy	+8,209	New	+$141K	﹤0.01%	5500

Morgan Stanley's SBFGP Position: Q4 2019 in Review

Morgan Stanley sold out of SB Financial Group, Inc. (SBFGP) in Q4 2019, closing a stake of 7,790 shares — an estimated $129K sold.

Morgan Stanley first reported a position in SBFGP in Q1 2017 and held it in 11 quarters. The position peaked at $158K in Q3 2018. 0 funds tracked by Wall St. Rank hold SBFGP as of Q4 2019.

Morgan Stanley reported no remaining SB Financial Group, Inc. position as of Q4 2019 after selling out during the quarter.
Morgan Stanley sold 7,790 SB Financial Group, Inc. shares in Q4 2019, an estimated $129K.
Morgan Stanley first reported a position in SB Financial Group, Inc. in Q1 2017 and held it in 11 quarters.
Morgan Stanley's SB Financial Group, Inc. position peaked at $158K in Q3 2018.
0 funds tracked by Wall St. Rank held SB Financial Group, Inc. as of Q4 2019.

Based on Morgan Stanley's 13F filing for Q4 2019, filed 14 Feb 2020.